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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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755 results found

  1. Signature stamp for frequently used signatures

    Generate the ability to create a signature stamp.

    e.g.

    Signature Title: Accounting
    Includes:
    Brenda (signature and date)
    Amanda (signature and date)

    7 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Search by folder names: Ability to directly search for document folders rather than simply the title of a document

    7 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  3. Dashboard - be able to add Customisable Tiles to Dashboard

    • add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  4. Bulk send already created draft documents

    Bulk send already created draft documents

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Change document status to "In Process" after one of multiple recipients has signed.

    Change document status to "In Process" after one of multiple recipients has signed.

    6 votes

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  6. Ability to add a custom field column in a Report (such as fields used with integrations)

    Ability to add a custom field column in a Report (such as fields used with integrations)

    6 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  7. Disable removing recipients in CC

    Option to disable removing recipients in CC, always keep recipient in CC

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Able to search for the documents of a deleted user in the documents tab by 'Owner' filter

    detect the documents of the deleted user in the document filter owner

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Ability to create your own home page filters

    Ability to create your own home page filters for sorting documents

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  10. landscape AND portrait mode support in same doc (when uploading)

    We have several companies that provide quotes in landscape mode. Our proposal and several other docs are in portrait mode, so we need for PandaDoc to recognize when a page is in landscape or portrait upon upload and allow for those to be in the correct orientation (OR allow us to rotate any page, whatever can get this to us faster). I understand I can separately add landscape docs to docs that are in portrait, but this adds another step for us right now since these are uploaded in the same file.

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Option to convert a document (quote) into an invoice

    Ability to convert documents/document information into an invoice

    6 votes

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  12. Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document

    Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    6 votes

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  13. Easy to Automatically Add CC to Documents

    Quick and easy way to add CC on all documents sent from PandaDoc.

    6 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  14. Expiration for only recipient not the entire document

    Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.

    6 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  15. List / sort folders in alphabetical order

    List folders in alphabetical order

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. Search by Document & Template ID

    Ability to search for documents and templates by ID.

    6 votes

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  17. Version history - export/download templates / Ability to print changed versions within PandaDoc UI

    version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Export comments/suggestions to Excell or Google Sheets

    6 votes

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  19. Specify how the payment is made (ACH, Card)

    Specify how the payment is made (ACH, Card)

    6 votes

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  20. Delete recipients from signed documents

    Delete recipient from signed document
    https://pandadoc.zendesk.com/agent/tickets/368762

    6 votes

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